Kyle Bross is a financial advisor at West Michigan Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates from 2019 to 2023. West Michigan Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, retirement plans, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan advisory services, and family office services, employing a primarily long-term investment approach that includes customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Luke Mason is a financial advisor with S.A. Mason, LLC in Holland, MI, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Cleveland Research Company and Craig-Hallum Capital Group. Mason is part of a four-advisor team at S.A. Mason, LLC. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to guide long-term asset allocation with flexibility for short-term trading, using strategies that may include options, short sales, margin transactions, derivatives, and borrowing under client authorization.

Jennifer Archambault is a financial advisor at Generational Wealth Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Allied Securities, Inc. from 2010 to 2021 before joining Generational Wealth Management in 2016. In addition to her advisory role, she is involved with Gen-Wealth Insurance Solutions, assisting clients with health and life insurance applications and enrollments. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm employs a Modern Portfolio Theory approach and offers a combination of active and passive investment strategies through institutional platforms.

Eric Sale is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at LVZ, Inc. since 2009 and has held prior roles at Harbour Investments, Inc. and Next Financial Group Inc. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across a team of 17 advisors. The firm offers investment management, financial planning, consulting, and third-party manager selection, employing a two-style portfolio approach with multiple sub-strategies and combines fundamental and technical analysis in a top-down framework.

Jacob Reemtsma is a financial advisor at DB & C Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in various roles including Andy Mast Greenhouses and Walters Gardens Inc. DB & C Advisors offers financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, and business clients. The firm uses a combination of fundamental, technical, and cyclical investment analysis and employs a range of strategies including options and private placements, tailoring services according to client objectives and risk tolerances.

Jonathan Klett is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Well Done, LLC dba CapTrust Wealth Advisors since 2019, following prior work at Menards. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a combination of fundamental and technical analysis with a long-term orientation, offering both discretionary and non-discretionary portfolio management.

Lauren Truer is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 65 credential and six years of industry experience. She has worked at CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm offers integrated and standalone guidance on both discretionary and non-discretionary bases, using a variety of investment vehicles and strategies, including allocation to independent managers and derivatives for eligible clients.

Steven Darrow is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and five years of industry experience. He is also a partner and owner of DeBoer, Baumann & Company PLC, a tax preparation and accounting firm. Additionally, he is involved with DB&C Solar, LLC, which focuses on the installation and management of solar equipment. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a variety of investment strategies and offers services tailored to clients’ objectives and risk tolerances.

Thomas Bosch is a financial advisor at West Michigan Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates, Inc. for 15 years. Bosch is also a licensed insurance agent involved in non-securities insurance sales. West Michigan Advisors serves individuals, high-net-worth families, trusts, and businesses with discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its management approach.

Jonas Rees is a financial advisor at CapTrust Wealth Advisors in Holland, MI, with three years of industry experience and a Series 65 designation. He serves as a board member and treasurer for Freedom for Men, a nonprofit providing addiction support and counseling. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans, combining fundamental and technical analysis with a generally long-term orientation while employing a range of investment strategies tailored to client needs.

Ryan Vanderzwart is a CFP® with over 31 years of experience in the financial services industry. He has been with LVZ, Inc. since 1995 and previously worked at NEXT Financial Group and Harbour Investments, Inc. In addition to his advisory role, he owns LVZ Consulting, which offers administrative services, tax preparation, and notary public services. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets through a team of 17 advisors. The firm offers a range of portfolio styles that combine fundamental and technical analysis, with options including Biblically Responsible Investing and direct indexing, and provides investment management and consulting services to a broad client base.

Joel Palmbos is a financial advisor at Advisory Alpha, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Vision Financial Group as a wealth advisor and insurance agent. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement-plan solutions. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Elijah Beckwith is a financial advisor at Advisory Alpha, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Computer Aid, Inc. for five years. In addition to his advisory role, he serves as Director of Client Experience at Schipper and Osterink, providing financial management, consulting, and insurance services. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across various managed portfolio series. The firm also offers specialized retirement plan solutions and serves as a subadvisor and co-advisor to other registered investment advisers.

Robert Kort is a financial advisor at Advisory Alpha, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Advisory Alpha since 2020, following prior roles at Planners Alliance LLC and AlphaStar Capital Management. Kort also operates Kort Advisor Group, where he conducts insurance sales and client meetings related to annuity contracts. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using a fund-of-funds approach with discretionary management.

Jaden Elenbaas is a Series 65-licensed financial advisor with three years of industry experience, currently working at Advisory Alpha, LLC. Prior to joining Advisory Alpha, he held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory work, Elenbaas is involved in insurance sales and provides financial and consulting services through Vision Financial Group. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other RIAs, offering specialized retirement-plan solutions and discretionary portfolio management.

Nicole Crandell is a Series 65-licensed financial advisor with eight years of experience, currently with Advisory Alpha, LLC since 2018. Prior to joining Advisory Alpha, she worked at GNS America from 2016 to 2018. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm uses a centralized investment team applying a fund-of-funds approach across managed portfolio series and maintains ongoing asset-allocation oversight and systematic rebalancing.

Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.

Alishia Terrill is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2000. Outside of her advisory role, Terrill is involved in several business activities including serving as president of AMT Enterprises, working as an office manager for Terrill Financial Group, and engaging in roles related to natural skin care products and clothing design. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through both discretionary and non-discretionary arrangements.

Joshua Willink is a financial advisor at Summit Wealth Group in Holland, MI, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical methods, often using third-party money managers and sub-advised models.

Mark Oneil is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC and Cetera Advisors LLC. Outside of his advisory role, he serves as Managing Director of O'Neil Insurance Agency, where he is involved in insurance sales, education, consulting, and coaching, and he is also owner and member of Successful Retirements, LLC, a business management firm. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions including retirement plans, 529 and HSA platforms, donor-advised funds, and 1031 exchanges. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse investment approach with a broad menu of managed portfolio series.